- Видео 57
- Просмотров 34 361
Sheetify CRM - Ultimate Google Sheets Toolkits
Новая Зеландия
Добавлен 7 мар 2021
Affordable and functional Google Sheets CRM and business toolkits
This is one of, if not the most affordable ‘functional’ Google Sheets CRM, project management, and bookkeeping templates for small businesses. Only one payment for lifetime access, updates, and all tools and features.
Sheetify is more than just a Google Sheets template...
We have built dynamic business toolkits using Google Sheets and apps script that seamlessly integrates with your favorite Google Apps.
We offer three powerful Google Sheets business templates (Sheetify CRM, Projects, and Bookkeeping).
✅ Contact & Lead Manager
✅ Client Tracker
✅ Invoice Tracker
✅ Customer Lifetime Value Tracker
✅ Sales Pipeline tools
✅ Inventory Management
✅ Built-in Email Marketing with Gmail
✅ Sales & Client Task App Integration
✅ Capture New Leads with Google Forms
✅ Invoice and quote generators
✅ Performance dashboards and more!
Our toolkits are for all Google users (both free and paid Google Workspace accounts).
This is one of, if not the most affordable ‘functional’ Google Sheets CRM, project management, and bookkeeping templates for small businesses. Only one payment for lifetime access, updates, and all tools and features.
Sheetify is more than just a Google Sheets template...
We have built dynamic business toolkits using Google Sheets and apps script that seamlessly integrates with your favorite Google Apps.
We offer three powerful Google Sheets business templates (Sheetify CRM, Projects, and Bookkeeping).
✅ Contact & Lead Manager
✅ Client Tracker
✅ Invoice Tracker
✅ Customer Lifetime Value Tracker
✅ Sales Pipeline tools
✅ Inventory Management
✅ Built-in Email Marketing with Gmail
✅ Sales & Client Task App Integration
✅ Capture New Leads with Google Forms
✅ Invoice and quote generators
✅ Performance dashboards and more!
Our toolkits are for all Google users (both free and paid Google Workspace accounts).
ULTIMATE Google Sheets Project Management Template (Sheetify Projects)
✅ Learn more about this dynamic Google Sheets Project Management toolkit here ➜
www.sheetifycrm.com/products/google-sheets-project-management-template
In this Google Sheets Project Management template tutorial, I show you how all the tools and features work in Sheetify Projects.
Sheetify Projects is a simple yet powerful Google Sheets Project Management template designed for Google users and is ideal for small and micro businesses.
👉 Need Google Sheets or Sheetify CRM custom personalization?
We now offer this service ➜
www.sheetifycrm.com/pages/sheetify-customization-service
The great thing about our Google Sheets CRM, Projects, and Bookkeeping products is that they integrate Google Sheets seaml...
www.sheetifycrm.com/products/google-sheets-project-management-template
In this Google Sheets Project Management template tutorial, I show you how all the tools and features work in Sheetify Projects.
Sheetify Projects is a simple yet powerful Google Sheets Project Management template designed for Google users and is ideal for small and micro businesses.
👉 Need Google Sheets or Sheetify CRM custom personalization?
We now offer this service ➜
www.sheetifycrm.com/pages/sheetify-customization-service
The great thing about our Google Sheets CRM, Projects, and Bookkeeping products is that they integrate Google Sheets seaml...
Просмотров: 479
Видео
How to Unlink Google Forms from Google Sheets (Delete, Unlink and Connect)
Просмотров 71День назад
In this Google forms tutorial, I briefly share how to unlink Google Forms from Google Sheets. 👉 Learn more about our 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template Sheetify CRM is a simple yet powerful Google Sheets CRM template designed for Google Users that is ideal for small and micro businesses. 👉 Also learn more about our 10-in-1 ...
How to Merge Cells in Google Sheets and Format Correctly (2 Simple Ways)
Просмотров 8614 дней назад
In this Google Sheets tutorial, I briefly share how you to merge cells in Google Sheets using two quick methods. 👉 Learn more about our 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template Sheetify CRM is a simple yet powerful Google Sheets CRM template designed for Google Users that is ideal for small and micro businesses. 👉 Also learn more...
Create Free QR Codes with Google Sheets (Free QR Code Generator) Do It Yourself
Просмотров 44021 день назад
In this Google Sheets tutorial, I briefly share how you can generate QR codes for free in minutes by creating your own QR code generator inside Google Sheets. This is possible by using Google Sheets and Imagecharts API. Learn more about Imagecharts here: documentation.image-charts.com/qr-codes/ 👉 Grab a copy of our free Google Sheets QR code generator here: drive.google.com/drive/folders/1cBs9o...
How to Assign Google Tasks in Gmail, Google Sheets & Docs (4 Methods)
Просмотров 355Месяц назад
In this Google Task tutorial, I briefly share how to assign Google Tasks in Gmail, Docs, and Sheets using 4 simple methods. You'll learn how to better manage team tasks using Google Workspace. Google Tasks is a free tool integrated with all your favorite Google Apps and allows you to manage individual and team tasks on the go. 👉 Learn more about our 12-in-1 Google Sheets CRM Template here ➜ www...
How to Setup Sheetify Toolkits the Right Way (Sheetify CRM & Bookkeeping)
Просмотров 276Месяц назад
In this brief Sheetify CRM tutorial, I share how to setup Sheetify toolkits in just a few clicks (Sheetify CRM & Sheetify Bookkeeping) 👉 Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template 👉 Also learn more about our 10-in-1 Google Sheets Bookkeeping Template here ➜ www.sheetifycrm.com/products/ultimate-google-sheets-b...
Create a Free Google Website in 9 Minutes | Google Sites Tutorial 2025
Просмотров 2,1 тыс.Месяц назад
In this Google Sites tutorial for 2025, I briefly share how to create a free website with Google Sites in under 9 minutes. Google Sites is a completely free website builder offered by Google. This website builder is easy to use and connects with all your favorite Google apps. ► Other helpful tutorials that we mentioned in this Google Sites tutorial: 👉 Comprehensive Google Sites tutorial: ruclip...
ULTIMATE Google Tasks Tutorial | My Top Productivity Hacks
Просмотров 3,1 тыс.Месяц назад
In this Google Task tutorial, I briefly share how to use Google Tasks the right way to streamline workflows and maximize productivity. The Google Tasks app is a free tool integrated with Google Calendar and allows you to manage individual and team tasks on the go. 👉 Learn more about our 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template Sh...
How to Link Multiple Google Sheets in 3 Minutes | Simply Automate Data (IMPORTRANGE Function)
Просмотров 6562 месяца назад
In this linking Google Sheets tutorial, I briefly share how you can link/connect multiple Google Sheets templates together using the IMPORTRANGE Function. This is important if you want to link and automate your different Google Sheets templates/files. Are you looking for more advanced Google Sheets business toolkits? 👉 Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetify...
Create ANYTHING with Google Sheets Gemini AI (Generate Inventory, CRMs & Task Trackers)
Просмотров 6 тыс.2 месяца назад
Google Sheets Gemini AI tutorial, I briefly share how you can use Gemini AI inside Google Sheets to create any type of sheet that you can think of. Let me show you how to create an inventory table, CRM and Task Tracker using Google Sheets and Gemini AI in just a few minutes. Are you looking for more advanced Google Sheets business toolkits? 👉 Learn more about this 12-in-1 Google Sheets CRM Temp...
Google Sheets Call & Message Feature | WhatsApp, iMessage and Google Voice (Sheetify CRM)
Просмотров 3242 месяца назад
Google Sheets CRM tutorial, I briefly share how you can call and message from this Google Sheets template. 👉 Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template ✅ Discount code SHEETIFY10OFF for 10% off! Sheetify CRM is a simple yet powerful Google Sheets CRM template designed for Google Users that is ideal for small a...
I Built a Google Sheets Quote Generator | Sheetify Bookkeeping
Просмотров 3092 месяца назад
Google Sheets quote generator tutorial, I briefly share the quote generator feature in our Google Sheets Bookkeeping template. 👉 Learn more about this Google Sheets Bookkeeping and business quote generator toolkit ➜ www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template ✅ Discount code SHEETIFY10X for 10% off! Sheetify Bookkeeping is a simple yet powerful Google Sheets Account...
Google Sheets Migration Tutorial (How to Access Sheetify Template Updates)
Просмотров 3122 месяца назад
In this Google Sheets Migration tutorial, I share how you can move data from one Google Sheets template to another. The focus is to help you migrate your data from an older version of a Sheetify template to a newer version. I demonstrate how to do this for both our templates (Sheetify CRM and Sheetify Bookkeeping). 👉 Learn more about this 10-in-1 Google Sheets Bookkeeping Toolkit here ➜ www.she...
How to Track Tasks with Sheetify Bookkeeping (Google Sheets Task Tracker)
Просмотров 2923 месяца назад
In this Google Sheets Task Tracker tutorial, I briefly share how you can use the built-in task tracker inside our Google Sheets Bookkeeping template. 👉 Learn more about this 10-in-1 Google Sheets Bookkeeping Toolkit here ➜ www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template 👉 Discount code SHEETIFY10X for 10% off! Sheetify Bookkeeping is a simple yet powerful Google Sheets ...
Sheetify CRM + Bookkeeping Learning Resources Quick Start Guide
Просмотров 1493 месяца назад
Sheetify CRM Bookkeeping Learning Resources Quick Start Guide
How to Manage & Record Customer Conversations in Google Sheets Template (Sheetify CRM)
Просмотров 2163 месяца назад
How to Manage & Record Customer Conversations in Google Sheets Template (Sheetify CRM)
How to Send Google Sheets Accounting PDF Reports (One-Click Custom Reports)
Просмотров 1174 месяца назад
How to Send Google Sheets Accounting PDF Reports (One-Click Custom Reports)
Google Sheets 5-Year Financial Template (Sheetify Bookkeeping)
Просмотров 1474 месяца назад
Google Sheets 5-Year Financial Template (Sheetify Bookkeeping)
Send Personalized BULK Emails with Gmail (No Subscription Email Marketing Software)
Просмотров 3384 месяца назад
Send Personalized BULK Emails with Gmail (No Subscription Email Marketing Software)
Google's Free Appointment Scheduling Tool (Send Bulk Booking Emails) Tutorial
Просмотров 5104 месяца назад
Google's Free Appointment Scheduling Tool (Send Bulk Booking Emails) Tutorial
Google Sheets Monthly & Annual Budgeting Dashboards Sheetify Bookkeeping Tutorial
Просмотров 2385 месяцев назад
Google Sheets Monthly & Annual Budgeting Dashboards Sheetify Bookkeeping Tutorial
Boost Your Bookkeeping with Google Sheets Invoice Generator
Просмотров 3015 месяцев назад
Boost Your Bookkeeping with Google Sheets Invoice Generator
10-In-1 Google Sheets Bookkeeping Template (Sheetify Bookkeeping)
Просмотров 2,1 тыс.5 месяцев назад
10-In-1 Google Sheets Bookkeeping Template (Sheetify Bookkeeping)
12-in-1 Google Sheets Template for Business (All Features & Tools Overview) Sheetify CRM
Просмотров 1,5 тыс.5 месяцев назад
12-in-1 Google Sheets Template for Business (All Features & Tools Overview) Sheetify CRM
Sheetify CRM Espaniol Version (Google Sheets CRM is now in Espaniol)
Просмотров 1186 месяцев назад
Sheetify CRM Espaniol Version (Google Sheets CRM is now in Espaniol)
How to Manage Notes & Interactions in Sheetify CRM (Google Sheets CRM)
Просмотров 3096 месяцев назад
How to Manage Notes & Interactions in Sheetify CRM (Google Sheets CRM)
How to Edit Custom Menu in Google Sheets (Sheetify CRM Menu)
Просмотров 1936 месяцев назад
How to Edit Custom Menu in Google Sheets (Sheetify CRM Menu)
How To Measure Google Sheets CRM Team Sales Performance (Sheetify CRM)
Просмотров 1067 месяцев назад
How To Measure Google Sheets CRM Team Sales Performance (Sheetify CRM)
Google Sheets Report Feature | How To Setup Weekly Report Automation (Sheetify CRM)
Просмотров 2517 месяцев назад
Google Sheets Report Feature | How To Setup Weekly Report Automation (Sheetify CRM)
Google Sheets Sales Tracker Tutorial | Sales Pipeline, Tracker & Deal Template (Sheetify CRM)
Просмотров 6457 месяцев назад
Google Sheets Sales Tracker Tutorial | Sales Pipeline, Tracker & Deal Template (Sheetify CRM)
Can all UP Digital Payments messages be synchronized into this sheet?
Hey! You can via integrations.
You can sync all incoming calls from Google Phone App or your default Phone App to this sheet. Those who do this will not need to write them down in Task App. If every phone call automatically comes to this sheet, you can write down a little list of why the call was made.
Hey! Again, you can integrate third party tools using Zapier, Make or others.
Love it. Thanks for sharing
You're welcome :)
So i need to buy this correct?
Hey! Yes correct. This is a premium template. Thanks!
Are we allowed to modify the appscript?
@@iC3bErG2020 yes you sure can 🤗
i just purchased and followed the steps. Sheetify does not show on the tool bar next to help...
Hey Steve! The very first time you setup Sheetify it can take at most 30 seconds. If you still do not see it, make sure to re-open the template and try again.
Does this crm work properly with Mobil app of google sheets ? Add ons do not seem to work the same way as they do on the desktop browser version of Google sheets . Being a field service business, desktop apps are more or less useless for my process 🤷
Hey! Yes you can use the Google Sheets app. However, it only works for data entry etc. If you want to use email marketing and other features you can only work these in the web version.
need to edit the alt text keywords for duplicates on my page, but how can I check and edit them on my page? For those who do not understand how an ALT KEYWORD works, these are keywords I need to remove to double keywords on the website.
Hey! Ideally, you want to manually go through your images and update your page alt text.
@@sheetifycrm does it matter is the google bot find more then one of the same ALT TEXT KEYWORDS in the image.
@@sheetifycrm That is what I was thinking, I might need to make the website again, only this time I will be ready to do a better job. The next time I will need to compress and optimize all the pics that I use to the correct size so that it fits perfect in the space verses a pic that over expands the box or space that it fits in. I will also need to keep better track of how many times I embed the ALT Text words in my website so to not over flood the page.
Hi, since google sheets have a limit on how much data can be entered onto them, does your software have such limit or restrictions ?
Hey mate, Yes same limitations as Google Sheets. However, it is a very large limit that small business owners will ever come close too. Thanks for your comment!
I love you videos and I just subscribed to your channel. When you use Gemini Advanced, when you click on settings and then extensions, does it anything happen? When I do it nothing happens so I was wondering if other people in UK have the same problem
Hey! Thanks. I'll have to look into this!
Does it support tickets ?
@@ahmedomar-sw3kv hey mate! Sure does!
Would love it if an Inventory generator was also added.
@@aadry2529 thanks for that! I will add this suggestion to our developer 💪
How to assign tasks in Google tasks?
You cannot inside Google tasks. However, you can from Google Docs. I share how to do this in this tutorial.
How can I get rid of the yellow line that is under some of the words on my Google sites website, any idea's.
Yes! Please see my last reply to you.
How can I get rid of the yellow line that is under some of the words on my Google sites website, any idea's.
Hey! When you preview your website does the yellow line still show?
@@sheetifycrm I was able to get the lines to go away, I had to re-right the text twice and the lines are gone. I do not know if it had anything to do with me looking at in preview mode or if I just solved a problem some unknown way? ? ? ? ? ? ?
this helped me a ton
Welcome!
Awesome
Thanks!
Pretty Awesome! It might be cool if your video walkthrough included sample data for us unimaginative folks! 🙂
Hey! We have more demo based tutorials to view the sample data and how this toolkit works. Check out our channel :)
Why didnt I get this CRM earlier? It is such a goo, easy to use, and affordable CRM out there!
Thanks mate! I appreciate that!
Hi. Will you have Black Friday discount? I want to buy both sheetify crm and sheetify bookkeeping. Also i want to use for more than 1 email. Can you please sale 1 site, 10 sites, 50 sites lifetime licenses
✅ Learn more about our 12-in-1 Google Sheets CRM Template here ➜ 👉www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
I get this when I tried to send a report to my email "Exception: Failed to send email: no recipient"
Hey! Did you add the email into the settings sheet? Thanks!
If I create a CRM system using Gemini does it automatically show the information on my dashboard?
Hey mate, Not unless you create the dashboard and connect the data yourself.
Would there be a way for a customer to pay by clicking somewhere on the invoice? Could we add a payment link or button.. to the invoice- the google doc itself, so that when we do send the invoice its on there and the customer can pay directly from there?
Hey! Yes, you sure can. Just add the link to the template and all your invoices will be generated with a payment link!
@@sheetifycrm absolutely fantastic. That'll allow me to use my same payment processor! Thank you guys for the fast reply and for truly having a game changing product for small business owners. I probably sound like a bot but for those of you trying to MINIMIZE costs... this is it. All of these softwares are doing too much. Even if Sheetify eventually turns into a software atleast we'll be with them from the ground up 🤷🏽♂ but anyways thanks lol
is there any customer support after purchase?
@@saifahmed78 sure is! You can get in touch via website live chat or email 😊
hello can this be used in Bangladesh or can it be customized?
@@saifahmed78 yes it can 😊
Nice work. If people, sales workers, only understood how great Google sheets is for crms. Most paid crms are good don’t get me wrong but your not able to be as flexible with naming/organizing tabs efficiently to your specific sales mgmt.
Hey! I agree, hence why we created this dynamic CRM using Google Sheets!
Hi, can Sheetify Bookkeeping be used in Croatia (EU), can Invoice be non automatic?
Hey! Thanks for the question. Sure can!
Podrías hacer los tutoriales en español, enseñas muy bien, pero en este canal 😢 no entiendo. Te felicito te sigo recientemente en tu canal en español. Muchas gracias por tus aportes.
Hey! gracias por eso! Sí, he traducido el tutorial completo de Sheetify en español y ¡también el producto está disponible en español!
I tried getting it but my card keeps being declined 😢
Hey mate! Are you sure you have enough funds? Let me know if this problem happens again.
Please send me template CRM
@@entrepreneurweb3.019 once you purchase, you’ll get instant access 😊
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
Does sheetify has a phone number?
@@marjn1030 What do you mean? You can get in touch with us via live chat or email. Thanks!
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅Learn more about this Google Sheets Bookkeeping and invoice generator Toolkit here ➜ www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template 👉 Discount code SHEETIFY30OFF for 30% off!
Please can this be used in Canada?
Hey Ash, Sure can!
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template (Discount code SHEETIFY10OFF for 10% off!)
✅ Learn more about this 10-in-1 Google Sheets Bookkeeping Toolkit here ➜ www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template 👉Discount code SHEETIFY30OFF for 30% off!
Thank you
You're welcome :)
Definitely need more videos and information on how to use Google workspace applications and services with clients (not teams). Thank you!!
Thanks for that!
How can I import my contacts?
You sure can with Google Contacts.
What if when selecting the contact name you have 2000 clients to search through? Scrolling through that looks like it could be slow.
Hey! Great question. You can just start typing the name and it will pop up.
@@sheetifycrm excellent😎
how do you keep track of services that are billed monthly to track in the pipeline, please do a tutorial. thank you
Hey! Thanks for your question. What do you want to track? If there are paying on a recurring basis, you should not need to add them to your sales pipeline (as they are already a paying customer). You might just want to add the payment under the transactions page?
what if i have an exiting form that i want to link
Hey! Yes you can link the form to Sheetify CRM if you like (in another sheet)
How can I set client that is recurring for invoice notification ?
You mean send recurring invoices?
@@sheetifycrm yes
Can my team Edit or they can only view
You can choose. As the owner, you can set permissions.